《大行报告》瑞信上调同程艺龙(00780.HK)目标价至20元 评级「跑赢大市」
瑞信发表报告表示,过去冬季,中国的整体旅行需求受到新冠疫情反弹的负面影响,导致12月旅行活动按月下降,并在农历新年期间大大减少了国内旅行,预期对同程艺龙(00780.HK)12月及今年首季收益带来影响。
报告补充,在疫情受控下,农历新年假期後铁路及航空客流量已回复至2019年约80%的水平,因此相信自3月起,对被压抑的旅游需求感到乐观。该行下调同程艺龙2021年度盈利预测12%,以反映首季业务疲弱,但将其目标价由18元上调至20元,维持「跑赢大市」评级。
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